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Setting Up Plans
Setting Up Plans
Eliminate manual entry and risk of error!
Submitting a census
What will submitting a Census Retrieve?
Uploading a census
Creating a census in app
Understanding ACA Med plans
Uploading Proposals (Medical & Ancillary)
2026 Supported RFP Carriers (Proposal Reader)
How to Zip and Upload Quote Files
Carrier and Quote File Support
Is My File Supported? Understanding Carrier File Types
Uploading quotes
Building plans
Creating new plans
Sending to external systems
Setting up benefits & rates
Specifying Employer contributions